Crews Bank & Trust Blog | Samuel A. Kiburz, Senior Vice President, Chief Investment Officer (5)

Bar graph illustrating S&P 500 1-Year, 3-Year and 5-Year average cumulative returns from 1988 to 2020, comparing returns in investing on any day (light green) vs investing at all-time highs (dark green).

Chart of the Day

Chart of the Day: Invest at the Record High

Today’s Chart, from Peter Mallouk via the Chart Report, shows the average cumulative S&P 500 returns from 1998 to 2020.

Chart of the Day: Car Insurance Up 37%

Today’s Chart of the Day from Bloomberg with data from the US Bureau of Labor shows the inflation of car insurance (black) vs. everything else (blue)..

Map of US states colored based on population changes from 2020 to 2023.

Chart of the Day

Chart of the Day: Florida is Second in the Nation

Today’s Chart of the Day comes from Apollo Global Management with data from the Census Bureau showing the change in population by state from July..

stock market in blue, 10-Year Treasury in green

Chart of the Day

Chart of the Day: Rolling, Rolling, Rolling

Today’s Chart of the Day from Creativeplanning.com with data from NYE.edu shows the rolling 10-year return of the market going back 85 years.

Chart of the Day

Factors Over Time

Today’s Chart of the Day is a perennial favorite for some clients and shows the annual stock market performance of several factors. "Factors" is the..

Chart of the Day

Down Most of the Time

Today’s Chart of the Day is from OfDollarsAndData and shows when the market is “down” after its last record high.

highly populated areas indicated in red, areas with lower population in grey

Chart of the Day

Chart of the Day: Red vs. Grey

Today’s Chart of the Day from Exploredplanet.com shows population density through red and grey areas. When combined, the red areas have a larger..

data dates back to 2015, 2024 price in blue

Chart of the Day

Chart of the Day: Record Super Bowl Tickets

Today’s Chart of the Day from Bloomberg.com shows that ticket prices for Super Bowl LVIII are reaching a record-breaking average of $9,815 each.

Chart of the Day: After Hours

Today’s Chart of the Day comes from Bespoke Investment Group showing stock market returns since 1993. The green line shows the returns if you only..

Chart of the Day: 20 Year 7/10 Rule

Today’s Chart of the Day shows historical 20-year annual returns going back to 1947 compiled by Nicholas Colas with DataTrek.

Millennial marriage percentage shown in pink

Chart of the Day

Chart of the Day: Marriage Delay

Today’s Chart of the Day from Allen Downey shows the increasing trend of delayed marriages among Millennials.

10-year treasury yield going back to 2000, dotted, brown line is the forecast of rates

Chart of the Day

Chart of the Day: Forecasting is Easy, Getting it Right is Hard

Today’s Chart of the Day has been around a while and is often in the back of my head when we see “forecasts.”

percentages shown in red, orange, yellow and green

Chart of the Day

Chart of the Day: Safe Withdrawal Rates

Today’s Chart of the Day was produced by Ofdollarsanddata’s Nick Maggiulli and shows the probability of success between your withdrawal rates, the..

Chart of the Day: Stocks vs. Bonds in the Long-Run

Today’s Chart of the Day is from an article called, “Stocks for the Long Run? Sometimes Yes, Sometimes, No.” by Edward McQuarrie from Santa Clara..

five graphs with blue curves indicating time

Chart of the Day

Chart of the Day: Time is Your Friend

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague, Jackson Garner, Trust Relationship Associate, from a research paper called,..

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

Chart of the Day: Invest at the Record High

Today’s Chart, from Peter Mallouk via the Chart Report, shows the average cumulative S&P 500 returns from 1998 to 2020.

02/29/24

Chart of the Day: Car Insurance Up 37%

Today’s Chart of the Day from Bloomberg with data from the US Bureau of Labor shows the inflation of car insurance (black) vs. everything else (blue) going back to 1970.

Chart of the Day

02/27/24

Chart of the Day: Florida is Second in the Nation

Today’s Chart of the Day comes from Apollo Global Management with data from the Census Bureau showing the change in population by state from July 2020 to July 2023.

Chart of the Day

02/22/24

Chart of the Day: Rolling, Rolling, Rolling

Today’s Chart of the Day from Creativeplanning.com with data from NYE.edu shows the rolling 10-year return of the market going back 85 years.

Chart of the Day

02/20/24

Factors Over Time

Today’s Chart of the Day is a perennial favorite for some clients and shows the annual stock market performance of several factors. "Factors" is the name the market assigns to certain types of stocks. For instance: Growth stocks are those that have higher growth rates and often do not have a dividend; vs. Value stocks which are generally older, more established, and pay a dividend. Other factors are Small, Mid, and Large, Real Estate, International, and High Dividend. The “Chiclet Chart," as one client calls it, displays how each factor performs as compared to the others over time. It makes a visual case to be diversified into each to reduce volatility, since some do better one year and not the next.

Chart of the Day

02/15/24

Down Most of the Time

Today’s Chart of the Day is from OfDollarsAndData and shows when the market is “down” after its last record high.

Chart of the Day

02/13/24

Chart of the Day: Red vs. Grey

Today’s Chart of the Day from Exploredplanet.com shows population density through red and grey areas. When combined, the red areas have a larger population than the remaining grey. This is something to remember when watching/reading the news on why so much time is spent on these metro areas.

Chart of the Day

02/8/24

Chart of the Day: Record Super Bowl Tickets

Today’s Chart of the Day from Bloomberg.com shows that ticket prices for Super Bowl LVIII are reaching a record-breaking average of $9,815 each.

02/6/24

Chart of the Day: After Hours

Today’s Chart of the Day comes from Bespoke Investment Group showing stock market returns since 1993. The green line shows the returns if you only own stocks when the market is closed, vs. the red line of only owning stocks when the market is open.

02/1/24

Chart of the Day: 20 Year 7/10 Rule

Today’s Chart of the Day shows historical 20-year annual returns going back to 1947 compiled by Nicholas Colas with DataTrek.

Chart of the Day

01/30/24

Chart of the Day: Marriage Delay

Today’s Chart of the Day from Allen Downey shows the increasing trend of delayed marriages among Millennials.

Chart of the Day

01/25/24

Chart of the Day: Forecasting is Easy, Getting it Right is Hard

Today’s Chart of the Day has been around a while and is often in the back of my head when we see “forecasts.”

Chart of the Day

01/23/24

Chart of the Day: Safe Withdrawal Rates

Today’s Chart of the Day was produced by Ofdollarsanddata’s Nick Maggiulli and shows the probability of success between your withdrawal rates, the percentage you withdraw from your portfolio each year, versus the allocation between stocks and bonds.

01/17/24

Chart of the Day: Stocks vs. Bonds in the Long-Run

Today’s Chart of the Day is from an article called, “Stocks for the Long Run? Sometimes Yes, Sometimes, No.” by Edward McQuarrie from Santa Clara University in November 2023. It shows the stocks, blue, versus bonds, orange, advantage over 10-year holding periods going back to 1802.

Chart of the Day

01/16/24

Chart of the Day: Time is Your Friend

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague, Jackson Garner, Trust Relationship Associate, from a research paper called, “Underperformance of Concentrated Stock Positions” written by Antti Petajisto at MIT in 2023.